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Prevail Innovative Wealth Advisors’s Evergy EVRG Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.47M Buy
40,179
+11,530
+40% +$955K 0.52% 76
2026
Q1 		$2.35M Buy
28,649
+3,923
+16% +$310K 0.4% 82
2025
Q4 		$1.79M Buy
24,726
+3,033
+14% +$230K 0.32% 115
2025
Q3 		$1.65M Buy
21,693
+10,947
+102% +$780K 0.32% 113
2025
Q2 		$741K Buy
+10,746
New +$722K 0.17% 153

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Prevail Innovative Wealth Advisors's EVRG Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Evergy (EVRG) stake by 40% in Q2 2026, buying an estimated $955K and bringing the position to 40,179 shares worth $3.47M. The position accounts for 0.52% of the portfolio, ranked #76.

Prevail Innovative Wealth Advisors first reported a position in EVRG in Q2 2025 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 40,179 shares of Evergy worth $3.47M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 11,530 Evergy shares in Q2 2026, an estimated $955K.
  • Evergy made up 0.52% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Evergy in Q2 2025 and has held it in 5 quarters since.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.